Succession planning and resource concerns raise questions about Allspring Diversified Capital Builder. We are downgrading its People Rating to Average from Above Average.
Allspring Diversified Cap Bldr A EKBAX
- NAV / 1-Day Return 14.02 / +0.36 %
- Total Assets 1.6 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.100%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Moderately Aggressive Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.48%
- Turnover 38%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 12:14 AM GMT+0
Morningstar’s Analysis EKBAX
Will EKBAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Broadcom Inc | 5.62 | 86.3 Mil | Technology |
Leidos Holdings Inc | 4.44 | 68.2 Mil | Technology |
Microsoft Corp | 4.07 | 62.6 Mil | Technology |
NVIDIA Corp | 3.89 | 59.7 Mil | Technology |
Advanced Micro Devices Inc | 3.87 | 59.4 Mil | Technology |
Micron Technology Inc | 3.48 | 53.4 Mil | Technology |
Amphenol Corp Class A | 2.81 | 43.2 Mil | Technology |
Marvell Technology Inc | 2.78 | 42.7 Mil | Technology |
Targa Resources Corp | 2.49 | 38.2 Mil | Energy |
International Business Machines Corp | 2.37 | 36.4 Mil | Technology |